General customer settings
The General tab contains the core profile fields that define who a customer is and how their account behaves. This is where you manage login credentials, signup details, tags, notification preferences, and custom properties.
Customer information
The customer information section contains the primary profile fields.
Field | Description |
|---|---|
Login Email | The email address the customer uses to log in. This also serves as their primary contact email for order notifications. |
New Password | Set a new password for the customer. Leave blank to keep the existing password. Minimum 4 characters. |
Signup Date | The date and time the customer account was created. |
Referral Source | Where the customer came from, such as a marketing campaign or partner website. |
Website URL | The website URL where the customer signed up. |
Approved Signup | Toggle that controls whether the customer's account is approved. When disabled, the customer cannot place orders until manually approved. |
Fax Number | The customer's fax number. |
Business Notes | Free-form notes about the customer that are visible to your team. Use this for internal context like account history or special handling instructions. |
Automatic Order Merchant Notes | A note that is automatically added to every order placed by this customer. Use this for standing instructions like "Always double-box" or "Include gift receipt." |
The Automatic Order Merchant Notes field is useful for customers with recurring special requirements. The note is applied to every order without manual intervention by your team.
Tags
Tags let you categorize customers for filtering, reporting, and workflow purposes. Common examples include VIP, Wholesale, Flagged, or any label meaningful to your business.
To manage tags:
Select the Tags field to open the tag selector.
Choose from existing tags or type a new tag name to create one inline.
Remove a tag by deselecting it from the list.
Tags appear as a column in the customer list and can be used as filter criteria in the advanced filter.
CC email addresses
CC emails receive copies of order-related notifications alongside the customer's primary email. This is useful when a purchasing department, assistant, or partner needs to stay informed about order activity.
Each CC email has the following settings:
Field | Description |
|---|---|
The CC email address (required). | |
Label | An optional label to identify the recipient, such as "Purchasing Dept" or "Assistant." Displays as "(No label)" if left blank. |
Notify on Refunds | When enabled, this address receives refund notification emails. |
Notify on Receipts | When enabled, this address receives order receipt emails. |
Notify on Shipments | When enabled, this address receives shipment notification emails. |
To add a CC email, select the add button in the CC Emails section and fill in the modal fields. You can edit or delete existing CC emails using the action buttons on each row.
Custom properties
Custom properties are key-value pairs attached to the customer profile. They provide a flexible way to store data that doesn't fit into the standard profile fields -- internal tracking codes, integration identifiers, custom flags, or any other metadata your team or systems need.
Each property has:
Field | Description |
|---|---|
Property Name | The key for this property (required). |
Property Value | The value for this property (required). |
To add a property, select the add button in the Customer Properties section. You can edit or delete existing properties using the action buttons on each row.
Custom properties are not visible to the customer. They are for internal use by your team and any integrations that read customer data through the API.
Related pages
Customers overview -- capabilities summary and page navigation
Searching and filtering customers -- find customers by tags and other criteria
Billing addresses and payment settings -- billing addresses and checkout controls
Shipping addresses and preferences -- shipping addresses and preferences
Customer activity and analytics -- view customer behavior and engagement data